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HSBC Aggressive Hybrid Fund - Regular Growth

Fund House: HSBC Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 30-01-2013
Asset Class:
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
TER: 1.86% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,631.02 Cr As on 31-10-2024(Source:AMFI)
Turn over: 80% | Exit Load: Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year
NAV as on 19-11-2024

53.5514

0.57 (1.0702%)

CAGR Since Inception

12.92%

Benchmark: 11.66%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Balanced TRI
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Gold
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PPF
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Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 6 Months
10 Years 5 Months
11 Years 3 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

This scheme seeks to generate long term capital growth and income through investments in equity and equity related securities and fixed income instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 10.87
Sharpe Ratio 0.62
Alpha 2.99
Beta 1.07
Yield to Maturity 7.48
Average Maturity 4.33

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 25.5 20.76 12.34 14.8 11.72
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 32.33 29.82 20.45 24.0 12.56
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 30.95 22.62 14.32 14.67 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 26.85 20.26 14.51 18.6 -
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 26.09 27.62 16.76 25.48 -
Kotak Equity Hybrid - Growth 25-11-1999 25.89 19.41 13.86 17.9 12.75
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 25.78 22.4 17.9 21.42 15.18
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 25.7 21.25 14.92 18.56 12.0
DSP Equity & Bond Fund- Regular Plan - Growth 26-05-1999 25.1 20.91 12.09 16.01 12.67
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION 05-04-2017 24.5 18.83 13.02 15.97 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

21.6%

Others

22.5%

Large Cap

35.19%

Mid Cap

20.71%

Scheme Documents

October 2024

Monthly Portfolio Disclosure - October 2024

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